Services: Technical Consulting

What should you do when technology isn’t working for you? Marketing automation tools streamline processes and offer a cohesive customer experience.

Marketing automation tools are a great investment for many businesses because they streamline processes and provide customers with a more cohesive experience. Often, businesses eagerly invest in a tool but forget to invest in the training needed to operate the tool successfully. Our consultants can get your team back on track by providing training and best practices for maximized impact.

Getting Started

The initial consultation gives you a chance to talk to our consultants in-depth about the challenges you’re encountering. We’ll ask you about what’s working, what isn’t working, and how you’ll measure success for the project. We’ll also collect basic information, including:

We provide our clients with a clear and detailed Statement of Work to review prior to signing any contracts. Your security is a priority, so we gladly comply with any protocols necessary.

What We Do

Our first step in finding the right solutions for your organization is performing a thorough audit of your marketing technology. Understanding exactly how your team has the tools setup and has been using it is critical to providing data-driven results. Based on our evaluation, we will make recommendations on how to best align your automation strategies with your business goals.

Common mistakes in marketing automation include list fatigue, ineffective template design, and poor data tracking. We can address these and many other issues by adjusting your current setup. We will also provide team members with training and best practices to continue on the right path.

Because Salesforce is a complex CRM that empowers dynamic and customized usage, there is plenty of room for error during implementation. We examine the existing setup and provide customization, training, and best practices. This typically results in increased efficiency and scalability, process improvement, and the opportunity to improve customer engagement.

Put simply, we ensure your data is accurate and accessible. This may include inspecting data connections and structure and designing more effective dashboards. Key stakeholders will be able to access more useful metrics and actionable insights from visualizations.

Other Things We Can Help With

Our process is often hands-on, delving into the software and providing customized strategies. We also like to provide your team with tools to help them be successful in the future. We provide:

Training

Learn how to use all the moving pieces within your tools create and execute successful processes independently.

Best Practices

Gain a better understanding of what works and what doesn’t according to heavily tested and data-supported research.